Creating Reports
To view other members' data in each report type, users must have the appropriate permissions within the Team:
General Report – Requires VIEW TEAM SCHEDULE and VIEW TEAM WORKLOG permissions.
Scheduled Time Report – Requires VIEW TEAM SCHEDULE permission.
Logged Time Report – Requires VIEW TEAM WORKLOG permission.
👉 Learn more in Team Permissions for TimePlanner.
Creating a New Report
STEP 1 Open the Reports section from the sidebar.
STEP 2 Select a report type and click the + New Report button.
General: Provides a summary of logged time, scheduled work, and capacity usage.
Scheduled Time: Shows how planned time is allocated across resources and projects.
Logged Time: Displays detailed records of time logged by users on tasks and events.
STEP 3 Follow the detailed instructions for your selected report type: